Barbara Hill is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. She previously worked at RMB Capital Management LLC for eight years and Maryland Capital Management for three years. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up analysis for equity strategies and a relative-value approach for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Sean Brown is a CFP® professional with eight years of experience at The Mather Group, LLC and a total of five years in the financial services industry. He previously worked at Indiana University for four years. Based in Chicago, IL, Brown is affiliated exclusively with The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach using risk-based allocation models and tax-synchronized portfolio construction, along with custom strategies such as direct indexing and ESG portfolios.

Timothy Stringer is a CFP® professional with six years of industry experience. He currently works at JMG Financial Group, Ltd., where he has been since 2019. Prior to that, he was with Zuckerman Investment Group and Wells Fargo & Co. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles and sub-advisors.

Brett Suchy is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sagepoint Financial, Wells Fargo Clearing Services, and Clune & Associates. In addition to his advisory work, he serves as president of the Franklin Avenue East Homeowners Association, managing governance and vendor payments. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a range of advisory and brokerage services with investment strategies tailored to client-specific objectives and risk profiles, utilizing multiple custodians and integrating third-party managers.

Vincent Pack is a CFP® professional at Waverly Advisors, LLC with eight years of industry experience. He has previously worked at Christopher Financial Group, LLC, Wolfpack Capital, LLC, and New York Life-related entities. Outside of his advisory role, he operates insurance brokerage businesses under the names Wolfpack Capital and Christopher Financial Group, focusing on non-registered insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Travon Lucius is an advisor at SpiderRock Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining SpiderRock, he worked at BlackRock Investments LLC and BlackRock, and has experience at Wells Fargo and Emory University. Lucius has also served in the Georgia Army National Guard. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic and rules-based strategies combined with quantitative and fundamental analysis. The firm offers portfolio overlays and strategy management using derivatives alongside traditional securities, supported by proprietary software and real-time risk monitoring.

Robert Macdonald is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Franklin Templeton Financial Services Corp. and LBMZ Securities, Inc. He is based in Chicago, IL. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models focused on earnings-estimate revisions and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

William Mosler Jr. is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Mosler is the managing partner of Mosler Wealth Management, a tax and accounting entity established for S corp tax filing purposes. Capital Analysts serves a diverse clientele, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a combination of proprietary model portfolios, third-party managers, and ERISA retirement plan advisory services.

James Steinbrenner is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with LaSalle St. Securities LLC since 2019 and has operated Steinbrenner Financial Group since 2014. Outside of investment advising, he serves as a director of Heartland Organization Ltd., assisting with seminars and referring individuals to attorneys for estate planning. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across multiple asset classes, managing both discretionary and non-discretionary accounts, with a notable emphasis on non-discretionary asset management.

Nedal Halawa is a ChFC® credentialed financial advisor with 27 years of industry experience, currently affiliated with Forum Financial Management, LP in Lombard, IL. He has served at Pinnacle Wealth Management, LLC and Forum Financial Management since 2018, and owns Healthcare Services of Illinois, a health insurance business. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily employing institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.

Jonathan Gonzalez is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple Principal affiliates since 2025. Outside of his advisory role, he has experience in the restaurant industry, including managing operations at Sumo Sushi Bar & Grill. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to deliver integrated financial services.

Walter Musumeci is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through platforms like RBC and Envestnet.

Kristine Donnelly is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at L&G - Asset Management America, Inc. and TJM Investments LLC. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management. The firm employs a model-driven approach using Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Nikki Walton is a financial advisor with IHT Wealth Management LLC in Chicago, holding Series 65 and Series 63 credentials and 18 years of industry experience. Her prior experience includes roles at LPL Financial, Plexus Financial Services, and StanCorp Equities and Investment Advisers. Additionally, she has been involved in mortgage and real estate services since 2006. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements, employing a combination of fundamental value screening and quantitative optimization in their investment process.

Nicholas Garth is a CFP® professional with experience at JMG Financial Group LTD since 2021. Prior to joining the firm, he worked at the University of Dayton and Saint Viator High School. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing various investment vehicles including ETFs, mutual funds, and private funds.

George Watson is a financial advisor at Royal Fund Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney in Illinois, though he is not currently practicing law. In addition to his advisory role, he owns North Shore Estate Docs, a software sales business. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Gary Richied is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. He has previously worked at LPL Financial and HighPoint Advisor Group, LLC, and has a background including roles at Reebie Storage and Moving and Fenwick High School. Outside of advising, he is involved with Hot Water History, a podcast and blog focused on historical topics, where he also contributes as an author and speaker. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4 billion in client assets, employing individualized investment policies that utilize fundamental analysis across a variety of securities and managed solutions.

Benjamin Feltes is a CFP® with nine years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2019. His prior work includes roles at Heartland Investment Associates, LaSalle St. Securities, LLC, and Hyvee Corp. He is a board member of Journey Sports, Inc. and a co-owner of Fortress Co. LLC, and is involved with Junior Achievement of Eastern Iowa and Heartland Financial Group ownership. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Constance Etter is a financial advisor at Centennial Securities Company, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Centennial Securities since 2019, previously working at Wunderlich Securities, Inc. since 2013. Centennial Securities Company, Inc. is a multi-team firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized investment management and financial planning services, utilizing both fundamental and technical analysis across a range of investment vehicles.

Michelle Rozsypal is a CFP® professional with 23 years of industry experience. She has been with JMG Financial Group, Ltd. since 2005. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial and retirement consulting. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and ongoing portfolio management.